CFO News Room
JANUARY 17, 2023
While the value crowd, bereft of victories for a long time, may be inclined to do a victory dance, it is worth noting that the same phenomenon occurred between February and March of 2020, at the start of the COVID crisis, but that growth companies quickly recouped their losses and finished ahead of mature companies by the end of 2020.
Musings on Markets
MARCH 19, 2022
While the value crowd, bereft of victories for a long time, may be inclined to do a victory dance, it is worth noting that the same phenomenon occurred between February and March of 2020, at the start of the COVID crisis, but that growth companies quickly recouped their losses and finished ahead of mature companies by the end of 2020.
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Barry Ritholtz
JANUARY 24, 2023
But as a private equity owner, again, first of all, you do invest heavily of your own money in the transactions, plus you have additional ownership through, you know, the carried interest, the profits interests. September 13, 1981, I think the 10-year Treasury was 15.84 You got 60 percent of losses ahead of you. RITHOLTZ: Yeah.
Barry Ritholtz
DECEMBER 12, 2023
He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. They announced a $640 million loss and ouch. But if, if it has a history of not being profitable, you you really want to exclude that. The visibility on earnings they grew but they stayed profitable as, as they grew.
Barry Ritholtz
OCTOBER 24, 2023
Profiteering fraud. It just, the, the, the profiteering really was utterly insane. That the focus on profits, on pleasing shareholders and on profits that can be sustainable means that, that, that the response in a pandemic isn’t going to be what you think. Absolute disaster. And that was it.
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